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iShares Core 1-5 Year USD Bond ETF

358 hedge funds and large institutions have $2.74B invested in iShares Core 1-5 Year USD Bond ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 154 increasing their positions, 127 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
-12
Holders Change %
-3.24%
% of All Funds
5.18%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.46%
New
22
Increased
154
Reduced
127
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
S
301
Sachetta
Massachusetts
$96.7K
CIR
302
Clear Investment Research
Georgia
$94.8K -$14.4K -295 -13%
CTWM
303
Cherry Tree Wealth Management
Minnesota
$91K
CFB
304
Cullen/Frost Bankers
Texas
$78.6K +$78.6K +1,614 New
Deutsche Bank
305
Deutsche Bank
Germany
$75.3K
EWA
306
Elevate Wealth Advisory
Georgia
$58.3K
RIL
307
Rothschild Investment LLC
Illinois
$58.2K
NS
308
NBC Securities
Alabama
$58K -$5.99K -125 -9%
CFGS
309
Concourse Financial Group Securities
Alabama
$56.7K -$37.1K -762 -40%
AWM
310
Avior Wealth Management
Nebraska
$55K +$438 +9 +0.8%
FDCDDQ
311
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54.2K +$6.72K +138 +14%
LFG
312
Larson Financial Group
Missouri
$49.3K
AIC
313
Archer Investment Corporation
Indiana
$48.5K +$2.92K +60 +6%
BWL
314
Bogart Wealth LLC
Virginia
$48.3K +$14K +287 +41%
SAM
315
Smartleaf Asset Management
Massachusetts
$45.5K -$6.05K -124 -12%
CIBC Private Wealth Group
316
CIBC Private Wealth Group
Georgia
$40.7K +$3.51K +72 +9%
SWM
317
Spire Wealth Management
Virginia
$37.9K +$32.5K +667 +590%
CAL
318
Capital Analysts LLC
Pennsylvania
$36K
BFS
319
Burkett Financial Services
South Carolina
$31K +$1.41K +29 +5%
GWSG
320
GPS Wealth Strategies Group
Colorado
$27.8K +$4.43K +91 +19%
Franklin Resources
321
Franklin Resources
California
$27.7K
PP
322
Pacifica Partners
Canada
$25.7K +$243 +5 +1%
HGERS
323
Householder Group Estate & Retirement Specialist
Arizona
$25K
TCG
324
Transcendent Capital Group
Oklahoma
$24.2K +$243 +5 +1%
FFA
325
Farther Finance Advisors
California
$23.8K